How To Collect Address, Payment and Other Details From User After You Receive An Order

How To Collect Address, Payment, and Other Details From User After You Receive an Order | WhatsApp Automation
Setting up an automated system to manage orders, collect customer details, and ensure smooth payment processes is essential for running an efficient WhatsApp-based business. This process can be handled through WhatsApp bot flows and automation that streamline data collection and payment confirmations.
Step-by-Step Guide:
Create a WhatsApp Bot Flow for New Orders:
Start by designing a bot flow that triggers when a new order is placed.
Set up an automated message that asks the user for their order details like:
Full Name
Delivery Address
Contact Number
Preferred Payment Method (e.g., Online, Cash on Delivery)
Custom Fields for Address & Payment Details:
Create Custom Fields within your WhatsApp bot to store user responses.
E.g., Address Field for collecting delivery information.
Payment Field for the payment method selected by the customer.
Use a form-style message to ask for the necessary details step-by-step.
Send a Payment Link for Online Payments:
If the user selects Online Payment, trigger a follow-up message that includes a payment link.
Ensure the payment link is integrated with your payment gateway (e.g., Stripe, PayPal, Razorpay).
Use a Payment Confirmed Trigger to track successful payments.
Order Confirmation Message:
After collecting all the details, store them in your CRM or automation system.
Send a final order summary to the user, confirming the details:
Items ordered
Total amount
Delivery address
Payment method
Handling Failed Payments:
If the payment fails, trigger a reminder message to notify the user and offer alternative payment methods (e.g., cash on delivery or a new payment link).
You can set up automated follow-up messages for users who haven’t completed their payment within a set timeframe.
Send a Thank You Message After Payment:
Once the payment is successfully received, trigger a Thank You message.
Include the order number, delivery details, and expected delivery time.
This reassures the customer and confirms that their order is being processed.
Automation Flow for Failed Payments:
For users who fail to complete their payment, set up an Automated Reminder with a link to retry the payment.
You can also offer assistance through a live agent or support link in case the customer encounters issues.
Example Bot Flow:
Step 1: "Thank you for your order! Could you please provide your delivery address?"
Step 2: "Which payment method would you prefer? Reply with 'Online' or 'Cash on Delivery'."
Step 3 (If Online): "Great! Please use the following link to complete your payment: [Payment Link]."
Step 4: "Thank you! We’ve received your payment and your order is now being processed."
Step 5: (In case of failed payment) "It seems the payment didn’t go through. Please try again: [Retry Payment Link]"
Contact for Further Assistance:
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Website: wagenie.in
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